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Best financial advisors in Cpe Canaveral, FL

Registered advisers within 25 miles of Cpe Canaveral, FL.

Offices
202
Firms
80
Combined AUM
$9.96T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,462,981 clients when Item 5C has a number
Avg / client
$6.81M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
COLUMN PARK ASSET MANAGEMENT, LP
LUMINARY FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
VALMARK ADVISERS, INC.
PVG ASSET MANAGEMENT CORP
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ARETE WEALTH ADVISORS, LLC

Investors

GEORGE PATRICK FARLEY
WARREN EDWARD BURGER
NICOLE RAE FUHRER
ROBERT CLARK SLANE
DONALD MELVIN BENSON
STEVEN FOSS LIBBY
JOSEPH IANNUZZO
Jason Alexander Carey
ALBERT JAMES CAPRARA
CHRISTOPHER OTTO HAIN
KATHLEEN MARIE LAMKE
Joseph Martin DelBene
RODNEY JACKSON
ELIZABETH ANN WEIDO
CHARLENE AGNES BEACH
Kerron John Greaves
JUSTIN THAYER HOLLENBACH
CLINT PARKER
KATHRYN MARIE MILLER
SAL GIANFORTUNE
CECILIA MAE ROSS
Allison D. Stevenson
THOMAS VADEN GUILL
JUSTIN MATTHEW CONNORS
Christina Leigh Jackson
JASON FAGAN
Joshua Daniel Ellis
KENNETH JAMES NEW

Within 25 miles of Cpe Canaveral, FL, Best Investors lists 80 registered investment advisory firms with 202 offices nearby, managing about $9.96T in combined regulatory AUM across 1,462,981 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Cpe Canaveral

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM